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Investment & Retirement Services – UPDATES
Photo of the Advisors team | U of I Community Credit Union Investment Advisors |
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Serving Members Since 1997
Financial advice to help achieve your goals
U of I Community Credit Union offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisor Priscilla Hennig at U of I Community Investment Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, is available to speak with you about your unique financial situation and goals.
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Why work with a financial advisor?
You work hard for what you earn. Make sure your savings and investments are preparing you for the future you want. A financial advisor can help you plan for your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.
You may have many goals ahead – retirement, education, family events, travel – or may be focused on a single need like saving for a new home. Regardless of where you stand, we look forward to being the advisors who know what’s important to you, not just the numbers in your portfolio. Financial advisors who understand your goals and broader financial picture. And importantly, financial advisors who make it easy to get started.
The “One Size Fits You” Approach
With our “One Size Fits You” approach, you’ll get personalized recommendations and transparent pricing and fees. Choose the level of service that fits you:
- Point-in-time investment
- Comprehensive approach to financial planning
- Actively-managed portfolios
Products and services for all your goals
- Financial Planning
- Retirement Strategies
- Investments
- Retirement Income Strategies
- Education Funding
About Ameriprise Financial
As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future. Ameriprise Financial has remained true to its vision of putting its clients’ interests first for 130 years. Ameriprise Financial is a longstanding leader in financial planning and advice, with more than $1.4 trillion in assets under management and administration1.
View the Ameriprise FINRA BrokerCheck listing.
U of I Community Credit Union Investment Advisors
Financial Services Team
The U of I Community Investment Advisors team is here to assist you. We offer access to a wide variety of products and you can count on us for qualified advice that puts your interests first.
Check the background of these investment professionals on FINRA’s BrokerCheck.
What's Next?
Ready to get started? Find out more and schedule a complimentary initial consultation by visiting our Ameriprise website!
1Ameriprise Financial Q4, 2024 Earnings Release
3The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generates by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.
| Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value |
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
U of I Community Credit Union is not affiliated with Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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